See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,010 | $158,398-64.6% | $126,539-55.7% | $142,382-60.7% |
| Participation rate | 64.7% | 75.8%-11.1pp | 69.8%-5.1pp | 80.1%-15.4pp |
| Annual return | 15.10% | 593.76%-578.7pp | 425.95%-410.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,585 | $4,650-65.9% | $3,674-56.9% | $4,299-63.1% |
| Participant deferral / active EE | $4,107 | $4,767-13.8% | $4,083+0.6% | $6,507-36.9% |
| Admin fee / account holder | $9,547 | $6,918+38.0% | $6,065+57.4% | $12,624-24.4% |